PA / Administrator - Wealth Management

PA / Administrator - Wealth ManagementLocation: Hybrid (Lombard Street) or remote workingHours - Part Time (circa 25-28 hours per week)Salary: up to £35,000 FTE

Are you an experienced and a self-motivated multi-tasker, who works best when taking responsibility for their own workload?

An excellent opportunity has arisen for an SJP experienced and adaptable PA / Administrator to join this ambitious partner practice.

You will be working as part of the small team at a highly respected Appointed Representative of St. James’s Place Plc. The company provides bespoke financial planning and investment advice and services to a wide range of clients

Your role will be to manage all the day-to-day operations of the business, including:

• You will be providing a high level of technical and administrative support
• Managing appointments and client review meetings, and responding to client emails and managing the CRM system (Salesforce)
• Preparing for Client Financial Reviews, collating key data, preparing relevant Illustrations and meeting packs
• Issuing and following up on Letters of Authority with clients and third parties
• Submitting and progressing post review actions such as fund switches, withdrawals, changes to contribution portfolios
• Dealing with enquiries on behalf of the Partner, always providing excellent levels of service to Clients
• You will be processing new business and liaising with SJP admin teams
• There is scope within this role to progress and develop your knowledge within this exciting and fast paced environment
• Diary management for the Partner

The Person: PA / Administrator - Wealth Management

This is an interesting and challenging role that would suit a confident, numerate and professional individual who enjoys using their initiative and who has a ‘can do’ working style.

• You will have experience of working within an SJP Partner Practice and enjoy a fast paced, varied and exciting environment
• You have excellent IT and communication skills, are highly organised and can make effective decisions
• You have used Salesforce CRM and be confident with SJP systems and processes
• You are a self-starter and able to work with little or no supervision
• It is essential that as PA / Administrator you are confident in dealing with third parties and can work with total discretion
• You will work proactively to help streamline the business and help develop efficiencies, with the ability to adapt to a fast pace of change in technology

St. James’s Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base.

SJP has funds under management in excess of £184.4bn. This business is well established and highly successful.

Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice.